GeoWealth, a Chicago-based turnkey asset management platform for registered investment advisers, has upgraded its platform and doubled its manager menu.
GeoWealth expanded its model marketplace, increasing its vetted manager menu by over 200%. Advisers can now onboard separately managed accounts and single asset class or “sleeve-level” strategies to be used as building blocks in unified management account (UMA) allocations, the firm said in a release.
The firm also has launched an investment consulting division for advisers who want to completely outsource portfolio and UMA construction and maintenance while retaining their brand.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
